See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,982 | $73,004-26.1% | $90,749-40.5% | $68,494-21.2% |
| Participation rate | 87.2% | 70.8%+16.3pp | 75.7%+11.5pp | 67.9%+19.3pp |
| Annual return | -15.24% | -13.81%-1.4pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,599 | $2,193-27.1% | $2,921-45.2% | $2,596-38.4% |
| Participant deferral / active EE | $4,203 | $3,627+15.9% | $4,564-7.9% | $4,027+4.4% |
| Admin fee / account holder | $11,550 | $5,896+95.9% | $8,445+36.8% | $5,403+113.8% |